Investment adviser · CRD 189512
ARCWOOD FINANCIAL, LLC
Investment adviser filing (IA)
PHOENIX, AZ, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $187M Form ADV · Item 5.F
- Client accounts
- 33 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $173,699,782 | 93.1% |
| High-net-worth individuals | 6 | $7,248,211 | 3.9% |
| Individuals | 24 | $5,624,815 | 3.0% |
Filing source
Form ADV 2133131 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
7250 N. 16TH ST, SUITE 104PHOENIX, AZ, 85020, United States
CRD 189512
Filing source
Form ADV 2133131 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.